KFS
OKLO

Kaizen Financial Strategies’s Oklo OKLO Stock Holding History

Kaizen Financial Strategies’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Sell
6,427
-1,468
-19% -$91.6K 0.11% 129
2026
Q1 		$507K Sell
7,895
-347
-4% -$24.9K 0.21% 86
2025
Q4 		$591K Sell
8,242
-495
-6% -$55.2K 0.26% 69
2025
Q3 		$933K Sell
8,737
-2,740
-24% -$215K 0.42% 42
2025
Q2 		$643K Sell
11,477
-2,043
-15% -$78.8K 0.33% 60
2025
Q1 		$292K Buy
13,520
+2,850
+27% +$96.3K 0.17% 105
2024
Q4 		$227K Buy
+10,670
New +$207K 0.13% 116

Other funds holding OKLO

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DC
Darrow Company Needham, Massachusetts $258M AUM 15.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
BT
Banque Transatlantique Paris, France $4.66B AUM 33.26% 1-Year Est. Return

Kaizen Financial Strategies's OKLO Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Oklo (OKLO) stake by 19% in Q2 2026, selling an estimated $91.6K and leaving 6,427 shares worth $337K. The position accounts for 0.11% of the portfolio, ranked #129.

Kaizen Financial Strategies first reported a position in OKLO in Q4 2024 and has held it in 7 quarters since. The position peaked at $933K in Q3 2025. 234 funds tracked by Wall St. Rank hold OKLO as of Q2 2026.

  • Kaizen Financial Strategies held 6,427 shares of Oklo worth $337K as of Q2 2026.
  • Kaizen Financial Strategies sold 1,468 Oklo shares in Q2 2026, an estimated $91.6K.
  • Oklo made up 0.11% of Kaizen Financial Strategies's portfolio in Q2 2026, its #129 holding.
  • Kaizen Financial Strategies first reported a position in Oklo in Q4 2024 and has held it in 7 quarters since.
  • Kaizen Financial Strategies's Oklo position peaked at $933K in Q3 2025.
  • 234 funds tracked by Wall St. Rank held Oklo as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.